See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,554 | $127,065-63.4% | $113,168-58.9% | $142,382-67.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 14.60% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,083 | $3,442-39.5% | $2,975-30.0% | $4,299-51.5% |
| Participant deferral / active EE | $2,750 | $5,716-51.9% | $5,107-46.1% | $6,507-57.7% |
| Admin fee / account holder | $2,368 | $15,736-85.0% | $12,068-80.4% | $12,624-81.2% |